Schedule your free financial review

Thank you for choosing to schedule time to meet with us. If you are serious about taking control of your financial future, this is a great first step. At your first meeting, we will conduct a thorough financial review of your retirement plan; nothing will be sold nor will we ask you to buy anything. The review meeting typically lasts 60 to 90 minutes.

Please complete this form accurately and in its entirety, so we may call and schedule the exact meeting time and let you know if you need to bring anything with you.

Appointment Request
Questions marked by * are required. If you'd rather schedule an appointment by phone, call us at (602) 283-3200.
1.	Name: *
2.	Street Address *
3.	City *
4.	Phone Number (xxx-xxx-xxxx) *
5.	Email:
6.	Marital status Married Widowed Single
7.	Best time of day to meet * Morning (8am-noon) Afternoon(noon-5pm) Evening (5-8pm)
8.	Best day of the week to meet * Monday Tuesday Wednesday Thursday Friday Saturday
9.	Do you have a financial planner? Yes No
10.	Approximate size of your portfolio/current assets
11.	How concerned are you about safeguarding your retirement assets? * Extremely concerned Very concerned Somewhat concerned Not concerned
12.	How did you hear about us? Current client Referred by another professional Radio show Internet Other
13.	Message:

Copyright 2011, Century Financial Group of Arizona. "Safe Money Arizona" is our trademark. All rights reserved. Content provided on this website is for informational purposes only and should not be used in making financial decisions, which only a qualified advisor should assist you with.

We are wealth managers in Scottsdale, Arizona, with offices in the Phoenix area and Tucson, providing financial services for our clients (also in Tempe, Ahwatukee, Mesa, Chandler, Gilbert, Apache Junction, Maricopa, Queen Creek, Wickenburg, Sun City, Surprise) from fixed indexed annuities to life insurance to retirement solutions from Main Street, not Wall Street. We frequently host informational dinner seminars at restaurants like Ruth's Chris and McCormick and Schmick's for local residents who qualify; call us to learn more. You can hear us on the radio in Phoenix and Tucson on stations like KFYI, KTAR, KNST, KJLL, KVOI, KFNN, KFNX, and others. Call us in the Valley at 480-553-6300 or 480-339-0939, or in Tucson at 520-280-0808 or 520-280-0822.